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Ep 173: Growing To $250M In 5 Years By Crafting A More Specialized Client Experience with Andrew Leonard

Financial Advisor Success

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Navigating Financial Advisory Roots and Growth

This chapter explores the personal and professional journey into financial advising, starting from family influences and pivotal career decisions. It covers the challenges of establishing a niche advisory firm, from initial client base to significant growth, emphasizing strategic business development and hiring practices. The discussion highlights the importance of aligning investment philosophies and maintaining quality client service amidst expansion.

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